Financial Advisor - Advia Credit Union
LPL Financial(4 months ago)
About this role
A Financial Advisor at Advia Credit Union, associated with LPL Financial, provides a full range of financial services to credit union clients. This role involves servicing an existing book of business, building a client base through referrals, and creating tailored client solutions without proprietary products.
Required Skills
- Investment Sales
- Client Solutions
- Financial Services
- Portfolio Management
Qualifications
- Series 7
- Series 66
- Insurance License
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
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